Client Associate

Rockefeller Capital Management; Bluffton (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

Rockefeller Capital Management in Bluffton, South Carolina is looking for a motivated individual to join its team as a Senior Client Associate. The role involves working directly with high-net-worth clients, ensuring exceptional service and operational efficiency.

The ideal candidate will possess a BA/BS degree and at least 2 years of industry experience along with the necessary financial licenses. Strong interpersonal, organizational, and problem-solving skills are crucial for success in this fast-paced environment.

Qualifications

• At least 2+ years of experience in the industry preferred.
• Registered with Series 7 & 66 (or 7, 65 & 63).

Responsibilities

• Delivering an exceptional level of client service.
• Oversee operational workflow for the team.
• Assist with entering trades as needed.

Skills

Client service skills

Organizational skills

Problem-solving skills

Microsoft Office skills

Education

BA/BS degree

Job description

Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high‑net‑worth clients. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem‑solving skills, and is driven to develop and grow in their role.

Responsibilities

• Delivering an exceptional level of client service
• Oversee operational workflow for the team
• Account opening and maintenance
• Transferring assets and money movement
• Cash management & RMDs
• Assisting with client online access
• Responding to account activity and statement inquiries
• Assist with entering trades as needed
• Generate expense reports for submission using Concur
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
• Assist with client cashiering requests as needed (money market redemptions, wires, checks, journals, check deposits, etc.)
• Assist in preparation of key documents and reports for client meetings
• Complete necessary filing and maintain client files
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

Qualifications

• BA/BS degree
• At least 2+ years of experience in the industry preferred
• Registered with Series 7 & 66 (or 7, 65 & 63)

Skills

• Excellent client facing, interpersonal, organizational, and client service skills
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work in a fast-paced environment as well as manage multiple tasks effectively
• Strong Microsoft Office skills including Excel & Outlook

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.